0001723925-19-000002.txt : 20190215
0001723925-19-000002.hdr.sgml : 20190215
20190214175831
ACCESSION NUMBER: 0001723925-19-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190215
DATE AS OF CHANGE: 20190214
EFFECTIVENESS DATE: 20190215
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Legacy Financial Strategies, LLC
CENTRAL INDEX KEY: 0001723925
IRS NUMBER: 431889313
STATE OF INCORPORATION: MO
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18758
FILM NUMBER: 19608848
BUSINESS ADDRESS:
STREET 1: 11300 TOMAHAWK CREEK PARKWAY, SUITE 190
CITY: LEAWOOD
STATE: KS
ZIP: 66211
BUSINESS PHONE: 9134030600
MAIL ADDRESS:
STREET 1: 11300 TOMAHAWK CREEK PARKWAY, SUITE 190
CITY: LEAWOOD
STATE: KS
ZIP: 66211
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001723925
XXXXXXXX
12-31-2018
12-31-2018
Legacy Financial Strategies, LLC
11300 TOMAHAWK CREEK PARKWAY, SUITE 190
LEAWOOD
KS
66211
13F HOLDINGS REPORT
028-18758
N
Heather Hardman
Chief Compliance Officer
9134030600
Heather Hardman
Leawood
KS
02-14-2019
0
54
100925
false
INFORMATION TABLE
2
4q201813f.xml
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
10632
286565
SH
SOLE
0
0
286565
ENBRIDGE INC
COM
29250N105
208
6685
SH
SOLE
0
0
6685
GENERAL DYNAMICS CORP
COM
369550108
357
2274
SH
SOLE
0
0
2274
3M CO
COM
88579Y101
573
3009
SH
SOLE
0
0
3009
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
5754
122514
SH
SOLE
0
0
122514
EXXON MOBIL CORP
COM
30231G102
297
4349
SH
SOLE
0
0
4349
V F CORP
COM
918204108
500
7007
SH
SOLE
0
0
7007
AMERICAN MIDSTREAM PARTNERS
COM UNITS
02752P100
158
52000
SH
SOLE
0
0
52000
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
7853
61527
SH
SOLE
0
0
61527
MEDTRONIC PLC
SHS
G5960L103
595
6542
SH
SOLE
0
0
6542
S&P GLOBAL INC
COM
78409V104
483
2840
SH
SOLE
0
0
2840
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
19445
192618
SH
SOLE
0
0
192618
HONEYWELL INTL INC
COM
438516106
588
4452
SH
SOLE
0
0
4452
PROSHARES TR
S&P 500 DV ARIST
74348A467
815
13454
SH
SOLE
0
0
13454
KANSAS CITY SOUTHERN
COM NEW
485170302
383
4010
SH
SOLE
0
0
4010
TORTOISE ENERGY INFRA CORP
COM
89147L100
233
11685
SH
SOLE
0
0
11685
FLEXSHARES TR
MORNSTAR UPSTR
33939L407
6166
210586
SH
SOLE
0
0
210586
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3759
18412
SH
SOLE
0
0
18412
SHERWIN WILLIAMS CO
COM
824348106
529
1344
SH
SOLE
0
0
1344
CARDINAL HEALTH INC
COM
14149Y108
407
9121
SH
SOLE
0
0
9121
CINTAS CORP
COM
172908105
530
3154
SH
SOLE
0
0
3154
MAINSTAY MACKAY DEFINDTRM MU
COM
56064K100
316
16190
SH
SOLE
0
0
16190
ISHARES TR
CORE S&P SCP ETF
464287804
7259
104710
SH
SOLE
0
0
104710
JPMORGAN CHASE & CO
COM
46625H100
205
2105
SH
SOLE
0
0
2105
ECOLAB INC
COM
278865100
590
4002
SH
SOLE
0
0
4002
CRESTWOOD EQUITY PARTNERS LP
UNIT LTD PARTNER
226344208
335
12000
SH
SOLE
0
0
12000
ILLINOIS TOOL WKS INC
COM
452308109
428
3380
SH
SOLE
0
0
3380
ARCHER DANIELS MIDLAND CO
COM
039483102
530
12931
SH
SOLE
0
0
12931
ISHARES TR
EXPND TEC SC ETF
464287549
487
2834
SH
SOLE
0
0
2834
ISHARES TR
CORE S&P US VLU
464287663
632
12884
SH
SOLE
0
0
12884
SMITH A O
COM
831865209
315
7367
SH
SOLE
0
0
7367
HORMEL FOODS CORP
COM
440452100
643
15059
SH
SOLE
0
0
15059
ABBVIE INC
COM
00287Y109
573
6212
SH
SOLE
0
0
6212
FRANKLIN RES INC
COM
354613101
412
13905
SH
SOLE
0
0
13905
PEPSICO INC
COM
713448108
732
6624
SH
SOLE
0
0
6624
ROPER TECHNOLOGIES INC
COM
776696106
532
1995
SH
SOLE
0
0
1995
AIR PRODS & CHEMS INC
COM
009158106
562
3513
SH
SOLE
0
0
3513
JOHNSON & JOHNSON
COM
478160104
335
2599
SH
SOLE
0
0
2599
ISHARES INC
CORE MSCI EMKT
46434G103
1967
41718
SH
SOLE
0
0
41718
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
2547
36948
SH
SOLE
0
0
36948
PRICE T ROWE GROUP INC
COM
74144T108
456
4941
SH
SOLE
0
0
4941
SUBURBAN PROPANE PARTNERS L
UNIT LTD PARTN
864482104
395
20500
SH
SOLE
0
0
20500
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
13637
227555
SH
SOLE
0
0
227555
INDEXIQ ETF TR
HEDGE MLTI ETF
45409B107
337
11656
SH
SOLE
0
0
11656
ABBOTT LABS
COM
002824100
670
9261
SH
SOLE
0
0
9261
FERRELLGAS PARTNERS L.P.
UNIT LTD PART
315293100
11
20000
SH
SOLE
0
0
20000
INDEXIQ ETF TR
IQ MRGR ARB ETF
45409B800
362
11409
SH
SOLE
0
0
11409
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
1764
74035
SH
SOLE
0
0
74035
O REILLY AUTOMOTIVE INC NEW
COM
67103H107
482
1400
SH
SOLE
0
0
1400
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1088
4355
SH
SOLE
0
0
4355
TARGET CORP
COM
87612E106
534
8074
SH
SOLE
0
0
8074
APPLE INC
COM
037833100
581
3684
SH
SOLE
0
0
3684
TORTOISE ENERGY INDEPENDENC
COM
89148K101
375
55250
SH
SOLE
0
0
55250
LOWES COS INC
COM
548661107
568
6147
SH
SOLE
0
0
6147